AI TOOL PROFILE
Xactly Insights: Sales Performance Analytics
- Sales
- Analytics and Reporting
- Sales teams
- Sales operations teams
- Finance teams
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Sales teams, Sales operations teams, Finance teams
- Key use cases
- Industry Performance Benchmarking, Sales Rep Retention Monitoring, Team Health Tracking, Custom Performance Reporting
- Integrations
- Salesforce, Microsoft, Workday, Hubspot
- Official website
- Visit Xactly Insights official website
How AI is used
Xactly Insights is a sales performance dashboard designed to provide visibility into pay and performance data. It allows users to track dynamic performance indicators and generate reports to help inform business decisions regarding sales teams.
The tool is intended for sales leadership, sales operations, and finance departments. It supports the analysis of internal team data and provides a way to benchmark that data against industry peers using a historical dataset.
Key capabilities include the use of machine learning to identify potential sales rep attrition and tools to filter and slice data for custom performance metrics. This may help managers identify risks and adjust strategies based on performance indicators.
Buyers should confirm how the tool integrates with their current CRM or HRIS to ensure data flows correctly into the dashboards and how the industry benchmarking data aligns with their specific market segment.
Key Features
Performance indicators
Provides dynamic views into team performance and overall health to support data-driven decisions.
Industry benchmarking
Allows users to compare their plan design and performance against pay and performance data from other industries.
AI-driven attrition risk identification
Uses machine learning to analyze over 50 data points to identify sales reps who may be at risk of leaving.
Out-of-the-box reporting
Includes pre-configured reports and advanced filter settings to analyze business and sales data.
Customizable metrics
Supports slicing and dicing of sales data to configure advanced performance metrics.
Use Cases
Industry Performance Benchmarking
Comparing internal compensation plan designs and performance metrics against industry peers.
Sales Rep Retention Monitoring
Using AI analytics to identify attrition risks among sales staff to address them proactively.
Team Health Tracking
Monitoring performance indicators to gauge the overall health of a sales organization.
Custom Performance Reporting
Slicing and dicing sales data to create specific reports and advanced metrics for leadership.
Integrations
- Salesforce
- Microsoft
- Workday
- Hubspot
FAQ
What does Xactly Insights do?
- It is a sales performance dashboard that provides performance indicators and uses AI to identify attrition risks and benchmark performance against industry data.
Who is Xactly Insights designed for?
- The software is designed for sales teams, sales operations teams, and finance teams who need data-driven insights into sales performance and compensation.
How does the tool help with sales rep retention?
- It uses a machine learning algorithm that analyzes over 50 data points to identify sales reps at risk of leaving the company.
Source category: Sales
Source subcategory: Analytics & Reporting
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